Expat Financial Advice Articles

Expat financial advice from the experts

Non-Habitual Tax

Non-Habitual Tax regime in Portugal

The Non-Habitual Tax regime in Portugal Background: The Non-Habitual Tax regime in Portugal allows anyone who becomes a tax resident in Portugal (subject to being accepted by NHR) the ability to receive qualifying income, tax-free in Portugal and the country of the source of income. The regime was introduced in 2009. The only requirement to gain access to this […]

overseas trust and pensions

Overseas Trust and Pensions – Guernsey

Overseas Trust and Pensions – Guernsey If you have a ‘COPIA’ pension with Overseas Trust and Pensions Guernsey then you will be familiar with the associated issues in drawing down your pension and expensive annual trustee fees. Background “Overseas Trust & Pensions” are a specialist provider of international trust, retirement and pension solutions for both corporate […]

mortgage in france

Obtaining a Mortgage in France or Monaco

Purchasing a property can be a complicated process and when that purchase is abroad with a foreign language it can become that much more difficult. As your independent bilingual mortgage adviser we will help to liaise with the banks and all relevant notary, estate agent and other intermediary interactions in order to make the purchase […]

liberty sipp

Do you hold a Liberty SIPP?

Liberty SIPP First of all, if you are a Liberty SIPP holder then you will have been well aware of the negative press they have been receiving. Indeed, while the name Liberty SIPP has become synonymous with mis-selling of SIPP’s between 2011 and 2013 it is claimed that up to 700 investors have suffered significant […]

Investment income taxation France 2018

Investment Income Taxation France 2018

Investment income taxation France 2018 As of January 2018 tax residents of France are no longer required to pay French Wealth Tax on savings and investments.  Additionally, there is a new tax rate on investment income benefits.  Below I have identified the main changes for those expatriates resident in France. Income Tax No new changes […]